Broker Check

Strategic Partnerships

Coordination with Your Professional Advisors

At Wealth Advisors of Tampa Bay, we believe that proactive and open communication with your tax and legal professionals is critical to helping you work towards your financial goals. This combination of professional expertise can result in an unsurpassed understanding of your goals, challenges, current positioning, and the resources required to help pursue your needs.

Clear communication between your professional partners is the only way to make sure your tax, estate and investment planning needs are fully aligned with your objectives and decisions are not being made in a vacuum.

By working with your CPA we can:

  • Help facilitate year-end tax planning
  • Provide Realized Gain/Loss reports
  • Assist with tax forecasting to shed light on planning opportunities
    • Best years to anticipate a Roth conversion
    • When to plan distributions from deferred compensation plans each year

By working with your Attorney we can:

  • Ensure investment accounts and planning systems are set up properly
  • Reflect current and potential estate planning needs
    • Beneficiary designations
    • Future gifting plans and strategies under consideration

We can also introduce you to knowledgeable professionals we work with on a regular basis.